Culture & Careers

Do you thrive in a positive, supportive, and collaborative work environment? Grow your career with the firm voted one of Connecticut’s Best Places to Work. Connecticut Wealth Management (CTWM) is a well-established, fast-growing, independent, registered investment advisory firm. We are seeking a dynamic leader to oversee business owner planning engagements within our innovative business owner services program offering. This program offers business planning through a personal financial lens, helping entrepreneurs understand the interconnectedness of their […]

Do you thrive in a positive, supportive, and collaborative work environment? Grow your career with the firm voted one of Connecticut’s Best Places to Work. Connecticut Wealth Management (CTWM) is a well-established, fast-growing, independent, registered investment advisory firm. The Manager, Client Service serves as the direct leader and primary point of accountability for the firm’s service team. This role ensures operational excellence, client experience consistency, and team development through proactive leadership, training, and collaboration with advisory and […]

Reporting to the COO, this role is responsible for the administrative support of the following business functions: Marketing, People, Compliance, and Team and Client Experience. This role will spend equal time supporting each function unless otherwise directed by the COO. The successful candidate should have experience working in an administrative capacity supporting any or all of the listed functions. Key Responsibilities People Support Team & Client Experience Marketing Support Compliance Support As Needed Support Qualifications […]